Daily, Weekly, Monthly Client & Prospect Tracker

  • Status: Pending
  • Prize: $162
  • Entries Received: 46

Contest Brief

I am a financial advisor looking for a spreadsheet that allows me to track my daily, weekly, and monthly activites & contact with clients and the same for prospects with the attached categories. I'd like to have all of the individual sheets feed data into the next (i.e daily adds to weekly and so on). I'd also like a sheet with a total list for the day, week, month, year. I'd also like an area to leave notes. Another feature is the ability to track prospecting, lead, and client sales stage. I've had a very difficult time creating a spreadsheet that encompasses all of these features. I currently have 10 different spreadsheets. I would prefer if there are also sheets that copy information and input it into a sheet specific for the bulk lead import format for Salesforce. As a side note, I have ADHD and looking for a esthetically pleasing color coordinated document so that I stay organized. Let me know your thoughts.

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Public Clarification Board

  • kashupeer02
    kashupeer02
    • 1 month ago

    please visit my entry # 48.

    • 1 month ago
  • aminamira120
    aminamira120
    • 1 month ago

    Good luck everyone guys

    • 1 month ago
  • pongkaj13
    pongkaj13
    • 1 month ago

    Please see my entry #45

    • 1 month ago
  • mohannadraza
    mohannadraza
    • 1 month ago

    HI,
    It is requested to not award the project before the deadline, I am currently in process of creating a color coordinated project management chart for you in excel, that will also include the details you have attached.

    • 1 month ago
  • Shamir206
    Shamir206
    • 1 month ago

    Hello please check #28 , I have completed the table according to the data that you provided in your post. I added all the data that you requested in one table. - In the second picture, I attached a model as an example ,

    • 1 month ago
  • mr10rabbi
    mr10rabbi
    • 1 month ago

    i need work

    • 1 month ago
  • Junayed1340
    Junayed1340
    • 1 month ago

    Please see my entry #10

    • 1 month ago
  • manish18q
    manish18q
    • 1 month ago

    Working

    • 1 month ago
  • mdmahad31
    mdmahad31
    • 1 month ago

    Dear Client, It's really a big chance for our skills check out purpose. Let's start! I see your all requirement and I can do it all as per your advice.

    • 1 month ago
  • Abkbnd
    Abkbnd
    • 1 month ago

    Hi, reading your presentation of the project, I suggest you create a windows application that can help you store your data, analyze and display your data according to your needs.
    I can create this with WINDEV. More details you can contact me.

    • 1 month ago

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